Flying the drone is only part of the job. Solving the problems around it could create opportunities across American industry. Listen to the audio version of this article (generated by AI). Editor’s Note: A late food delivery is an everyday frustration. For my colleague Luke Lango, DoorDash’s new drone delivery system points to a much … Read more
Chartstopper: October 30, 2026
The whipping post
This Week The artificial intelligence (AI) trade was the top theme for markets this week, but the Federal Reserve, major economic data and continued developments in the Iran conflict also mattered. The news on the AI trade was decidedly mixed: Still, the Nasdaq-100® is on pace for 49% YOY Q3 earnings growth. But it wasn’t … Read more
The AI Test Alphabet Just Failed
The whipping post
Listen to the audio version of this article (generated by AI). Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock election In yesterday’s Digest, we said last night’s earnings from Microsoft Corp. (MSFT) and Alphabet Inc. (GOOGL) would show … Read more
The Fed Won’t Turn Dovish – So, Here’s the Play
Listen to the audio version of this article (generated by AI). Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the metal that performs well regardless of rates… how Jonathan Rose views it Friday’s jobs report was, on its face, … Read more
ACM Research retreats 9% as recent gains fade
SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. PhonlamaiPhoto/iStock via Getty Images Shares of ACM Research (ACMR), a semiconductor process equipment developer, slumped almost 9% on Monday, closing at $76.17 after falling $7.21 on the session. The slide counteracted some recent gains, … Read more